What is the Investment Workshop for Teens?
The Investment Workshop for Teens is a two-week online dive into a value-oriented approach to investing tailored specifically to middle and high school students with little or no experience.
Beginning with a ground-level introduction to investing and finance, the Investment Workshop for Teens builds up to a complete intrinsic value approach of analyzing stocks. The workshop ends with a case study analysis, putting into practice the principles and analysis methods learned. Additionally, the workshop also takes a look at major events in financial markets over the past year and what lessons may be drawn from them.
The Investment Workshop for Teens provides an excellent opportunity for middle and high school students to jump into investing. You can view our session offerings here.
Intro to Investing and the Stock Market
i) How the Stock Market Works
ii) Types of Securities and Actions in the Market
iii) Investing vs. Speculation
1) Actions in the market,
2) Security types,
3) Investing vs. Speculation,
Finding Investment Opportunities
i) Identifying Potential Investments
ii) Initial Filtering
1) Where to start looking,
2) What to look for,
3) Initial filtering,
Account for Bias and Making Decisions
i) Types of Biases
ii) Developing an Investment Thesis
iii) Why Being Wrong Makes You Right
1) Forms of bias,
2) The importance of a devil's advocate,
3) Writing an investment thesis,
Investment Philosophies: Why Choose Value?
i) Traditional: Passive, Income, Growth, and MCAP
ii) New Age: Algorithmic and A.I.
iii) Value Investing: Tried and True
1) Traditional philosophies,
2) AI and algorithmic trading,
3) Tried and True: Value Investing
Understanding a Company and Its Operations
i) Who Cares About Qualitative?
ii) Breadth Analysis and Porter's 5 Forces
iii) Assessing Shareholder Friendliness
1) Qualitative factors,
2) Breath and Porter's 5 Forces,
3) Shareholder friendliness,
Lessons from the Current Market
Ex. Why GameStop is a Warning to All Investors
Ex. The Fed, Interest Rates, and the Stock Market
Ex. So What is the Global Supply Chain?
*Updated to reflect current market events
Financial Reports and the SEC
i) How (and Why) Companies Report their Financials
ii) SEC Report Types and Uses
iii) Where to Find Company Reports
1) Why companies report their financials,
2) SEC form types,
3) Finding company reports,
Research and Financial Analysis
i) Decoding Financial Statements
ii) Operating and Price Metrics
iii) DCF and Intrinsic Value
1) Historical financial analysis,
2) Operating and price metrics,
3) The basics of DCF valuation,
Case Study Analysis
i) Pulling it All Together
ii) Independent Analysis and Valuation
iii) Defending Your Thesis
*Updated each session to reflect current value opportunities
An Online Experience
The Investment Workshop for Teens is held wholly online through Zoom. Evening meetings run every night, Monday to Friday, from 6:00 pm to 7:30 pm during the Workshop.
Messaging channels are open 24/7 on Slack between all participants and the instructor to allow for open discussion as well as one-on-one support. All login details will be provided following registration for the program.